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Wilshire’s Portfolio Management team works within the Investment Solutions team to deliver strong risk-adjusted investment results for a wide range of financial intermediaries and institutional clients, primarily utilizing traditional investments offered through mutual funds and ETFs. The team provides a wide range of services to clients, including strategic and dynamic asset allocation and underlying manager selection, and investment manager pairing/structuring.We have a wide range of clients, who include retirement plans, 529 plans, broker-dealers, insurance companies, asset managers and corporate pension plans. Ultimately, the typical underlying beneficiary is not a Wall Street titan, but rather a dental hygienist, a young adult about to enter college, a family preparing for retirement or the like. Americans are generally underprepared for their long-term financial needs and our team endeavors to improve the investment outcomes for millions of underlying beneficiaries.What you’ll do: Work closely with senior portfolio managers in overseeing the investment portion of client relationships across a range of financial intermediary and OCIO clients.(50%) Assist senior portfolio managers with the construction and review of portfolio allocation models(30%) Produce written summaries/commentary for clients and fund and portfolio level detail reports, including performance reports, attribution, risk statistics, etc.(20%) Schedule and participate in regularly scheduled due diligence meetings and conference calls with investment managers
